Called atechnicianwhile on siteto discuss anopen leadSent apersonalizeddedicatedupsell emailShared alost upselland reasonin the huddleSchedule acall with aclient todiscuss aleadShared anupsell emailtemplatewith theteamCompleted5 upsellfollow-upcallsShared 3upsell winsin theTeams chatShared anupsellsuccessstory in theTeams chatCompleted5 upsellfollow-upsHelped afellowAccountManager withan upsellScheduled 1hour in asingle week todedicate tolead follow-upFREE!Worked withSeniorAccountManager on astalled upsellUpsold arecurringserviceSold 3cleanoutservicesSold anelevatedbedbugserviceSold aheattreatmentSold 3cleanoutservicesIncreasea rodentrefillfrequencyCalled atechnicianwhile on siteto discuss anopen leadSent apersonalizeddedicatedupsell emailShared alost upselland reasonin the huddleSchedule acall with aclient todiscuss aleadShared anupsell emailtemplatewith theteamCompleted5 upsellfollow-upcallsShared 3upsell winsin theTeams chatShared anupsellsuccessstory in theTeams chatCompleted5 upsellfollow-upsHelped afellowAccountManager withan upsellScheduled 1hour in asingle week todedicate tolead follow-upFREE!Worked withSeniorAccountManager on astalled upsellUpsold arecurringserviceSold 3cleanoutservicesSold anelevatedbedbugserviceSold aheattreatmentSold 3cleanoutservicesIncreasea rodentrefillfrequency

Account Manager Upsell Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Called a technician while on site to discuss an open lead
  2. Sent a personalized dedicated upsell email
  3. Shared a lost upsell and reason in the huddle
  4. Schedule a call with a client to discuss a lead
  5. Shared an upsell email template with the team
  6. Completed 5 upsell follow-up calls
  7. Shared 3 upsell wins in the Teams chat
  8. Shared an upsell success story in the Teams chat
  9. Completed 5 upsell follow-ups
  10. Helped a fellow Account Manager with an upsell
  11. Scheduled 1 hour in a single week to dedicate to lead follow-up
  12. FREE!
  13. Worked with Senior Account Manager on a stalled upsell
  14. Upsold a recurring service
  15. Sold 3 cleanout services
  16. Sold an elevated bedbug service
  17. Sold a heat treatment
  18. Sold 3 cleanout services
  19. Increase a rodent refill frequency